Investment adviser · CRD 164579
CASCADIA CAPITAL MANAGEMENT, INC.
Investment adviser filing (IA)
SEATTLE, WA, United States · Form ADV filed Sep 16, 2013
- Regulatory AUM
- $7.49M Form ADV · Item 5.F
- Client accounts
- 28 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 16, 2013. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
701 5TH AVE., SUITE 4200SEATTLE, WA, 98104, United States
CRD 164579
Filing source
Form ADV 752161 · Sep 16, 2013 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.